Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Retirement Income Strategies


  • Certified Financial Planner, July 1992


  • BFA Bachelor of Fine Arts, Fine Arts, Michigan State University, East Lansing, MI June 1973

Community participation

  • First Responder promoting ski safety in Harbor Springs, Michigan.


  • My children are college graduates with careers as a Privacy Analyst (son) and Automotive Digital Designer (daughter)
  • I am an active patroller for National Ski Patrol for 45 years.
  • My favorite sports are snow skiing and swimming.